Megapack扩产,特斯拉全球大储需求持续爆发

储能新鲜事
Yesterday

前两天翻特斯拉2025年财报,看到一组数字:储能装机46.7GWh,同比增长49%;储能业务营收127.7亿美元,同比增长27%;第四季度储能毛利率28.7%,毛利润创下11亿美元新高。放在当下这个卷生卷死的储能市场,这个增速确实吓人。更让鲜探感慨的是另一个细节——储能业务毛利稳定在28%以上,显著高于汽车业务的盈利水平。储能营收占总营收的比例,已经爬到了13%。想起2019年刚推Megapack...

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